NaviPlan to be integrated with Fidelity's new RIA platform

Fidelity is gearing up to launch an integrated, single sign-on technology platform that will help independent RIA's simplify workflow and increase operational efficiency. NaviPlan is among the applications to be integrated with Fidelity's solution.

From Fidelity's media release, picked up by Financial Advisor magazine (at http://www.financialadvisormagazine.com/news.php?idNews=220): Patrick Jancsy, Senior Vice President, Fidelity Registered Advisor Group, says the initial release will integrate Integrated Decision System’s (IDS) portfolio management and trading tools, NaviPlan financial planning software from EISI, and Fidelity’s existing Advisor CHANNEL platform.

"Integrating industry leading technologies in a single platform is going to significantly help advisors simplify workflow and increase operational efficiencies" said Jancsy.

Fidelity expects the initial release of the platform later this year, with an enhanced version to follow in early 2006. For further information about Fidelity’s services for advisors, visit http://ria.fidelity.com.